you see, the trade deficit. the trade deficit detracts from demand. the budget deficit adds to demand. if you're going to reduce that addition, you have to reduce that subtract sun. melissa: i don't know. seems like we've got to stop spending. scott martin, bring you into the discussion. what do the markets want to hear? >> that is the crazy thing the markets want, spend, spend, spend. if you were an alien looking down on markets and economy and look down on the markets and the debt ceiling you saw every time we extend the debt ceiling the markets pretty much went up which they have done last several times, you would say, okay, this is how we get the stock market to go up. that is crazy thing. melissa: why, why? why does that happen? is it that people trading in the market can't see we will ever have to pay this bill down the road? why does the market rally when this happens? >> i think it is twofold. one of the things that happens, melissa, it absolutely destroys the dollar. if you're an s&p company trying to sell your goods overseas it actually help